The value of good investment advice
Good advice can help you make informed decisions, stay disciplined, and build an investment approach around what matters to you.
The value of advice is not just in choosing investments. It is in having a clear plan, understanding the risks you are taking, and making informed decisions as markets and your circumstances change. A Forsyth Barr Investment Adviser can help you review where you are today and consider an investment approach that reflects your goals, timeframe and comfort with risk.
How advice can help
Forsyth Barr Investment Strategist Zoe Wallis explains how working with an Investment Adviser can help you make informed decisions, stay disciplined and remain focused on your long-term plan.
Why Forsyth Barr?
When you work with Forsyth Barr, you have a dedicated Investment Adviser supported by the wider capability of one of New Zealand’s established investment firms.
Forsyth Barr is majority New Zealand and staff-owned, and has helped clients invest through many different market cycles. Our Investment Advisers are supported by research, market insight, portfolio services and a broad range of investment options.
The aim is simple: to help you make informed investment decisions based on your circumstances, objectives and risk profile.
You stay involved in the decisions
Working with an Investment Adviser does not mean handing over control. Depending on the service that suits you, you can remain closely involved in investment decisions, or choose a more managed approach where your portfolio is managed within agreed parameters.
The right option depends on your goals, preferences and how involved you want to be.
Start with a conversation
A conversation can help you understand your options and consider your next step. There is no obligation to proceed.
Learn more about working with an Investment Adviser
Whether you are new to investing, comparing services or looking for more support, these resources can help you decide what is right for you.